- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 15 Mar 2024
Weekly Comment SummaryWith Bitcoin above US$70,000, it is perhaps no surprise that interest in NFT / blockchain gaming is on the increase. Is this yet another flash in the pan? Or is it a sustainable business model for video game developers? Pelham Smithers discusses.
PSA Company Visits, Tours and Interviews
• Visited: Toyota Industries (6201 JT), Daifuku (6383 JT), Nabtesco (6268 JT), Park24 (4666 JT)
• Conference Calls with: Insource (6200 JT)
• Presentations at: Park24 (4666 JT), Sumitomo Chemical (4005 JT), W-Scope (6619 JT)
Reports / Flash Notes Summaries
1. S-Pool Inc (2471 JT) Initiation – Supportive New Legal Requirement Pending 3
2. Kyoritsu Maintenance (9616 JT) Update – Strong ADR for Upcoming Golden Week
3. ASEAN Auto Markets in the Doldrums
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. FY24 Looks Increasingly Tough for Japanese Video Game Companies
2. Is the Worst Over for Japan’s Second-Tier Game Publishers?
3. Video Game Industry Round-up
4. Nintendo Unveils Remakes for 2024, but Still No Tent-Pole0
5. Might Helldivers 2 Change Sony’s PC Gaming Strategy?
6. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
7. Brother’s Counteroffer for Roland: Broader Market Implications
8. Nidec Eyes Acquisition of Innomotics
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. PVC Markets Show Signs of Recovery
11. W-Scope Shares Finish Limit Down
12. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos / New Mobility
13. Automakers’ FY24 Guidance to Be Impacted by Recent Currency Moves
14. Japan’s Automakers Continue to Struggle in China
15. Nissan Considers EV Cooperation with Honda / Cooperation Confirmed
16. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
17. Daikin Breaks ¥20,000 Support on Rising Copper
18. Currency Machinery Plays Stabilise
Enterprise Software / IT Services
19. Money Forward Starts JV Aimed at Japan’s HNWIs and Below
20. What’s Next with Enechange?
21. Other ERP Software / IT Services News & Moves That Caught Our Eye
Pharma / Healthcare
22. Sysmex’s R&D Day
23. Chugai and DSK Announce New Drug Applications [Japan NDAs]
24. Other Pharma News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
25. Park24’s FY24 Q1 Was Ahead of Plan; Q2 Also Looks Good / Call Feedback
Miscellaneous / Market / Strategy / Macro
26. Other News & Moves That Caught Our Eye
List of Recently Published PSA Reports
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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